After graduating from The Ohio State University, I spent some time working in the health insurance industry. I ultimately decided to transition to wealth management because it was an industry that I felt more passionate about, and I believed it would provide me the opportunity to help other people in a more tangible way.
I joined TFO because I wanted to work somewhere where I could have a real, tangible impact on other people. The more I learned about TFO the more I felt like its values were in alignment with my own, particularly when it comes to the focus on putting our clients’ interests first and the emphasis on the importance of family.
The most exciting part of my work is the variety and unpredictability of it. Every day you never know what situations will arise, or what type of problems you are going to get to help solve.
The most rewarding experiences for me are the ones where I can interact directly with our clients and see the positive impact that the work we do has on their lives.
I am proud that I had the opportunity to attend and graduate from Ohio State University.
The people that have had the biggest influence on me are my parents. They have always been my biggest supporters and have instilled in me the character and values that have led me to where I am today.
Ohio State University
B.S. Consumer and Family Financial Services